ITRI ITRON, INC.
Price Chart
Executive Summary
Eight Itron insiders, including the CEO and CFO, sold a total of $218K in open-market sales over a two-day window (May 26-27, 2026). The cluster is broad-based across C-suite and senior VPs, but the dollar value is only ~0.006% of the $3.8B market cap — trivial in scale. Per academic literature, cluster sales are not reliably informative (often driven by shared vesting or blackout-window openings), and this amount is too small to signal material concern.
Key Financial Metrics
Actionable Insight
The cluster is too small in dollar terms to warrant a bearish read. Monitor for any upcoming earnings pre-announcement or material 8-K that could have motivated the timing, but treat this as routine portfolio diversification. The historical calibration shows ITRI neutral calls have underperformed, but the signal here is too weak to override the default neutral stance.
Key Facts
- 8 insiders sold a total of $218K in open-market sales on May 26-27, 2026
- CEO Thomas Deitrich sold $73K (862 shares); CFO Joan Hooper sold $37K (442 shares)
- Total sales represent ~0.006% of ITRI's $3.8B market cap — well below the 0.1% materiality threshold
- All sales were open-market (code S); no 10b5-1 plan designation noted in the filing
- Historical model performance on ITRI shows a 30% win rate at T+20 with avg alpha of -6.69%, suggesting prior neutral calls have been directionally wrong — but this cluster is too small to change the read
Financial Impact
$218K total insider sales, negligible relative to $3.8B market cap
Risk Factors
- If a material negative event (e.g., earnings miss, guidance cut) follows within 30 days, the cluster could be viewed as informed selling in hindsight
- CEO and CFO both selling on the same day is optically notable, but the dollar amounts are de minimis
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-ITRI-1779993540139 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 4, 2026
1d ago
|
Insider Cluster
| $81.05 $80.07 | ▼ −1.21% | ▲ +1.36% | $80.07 (−1.21%) |
|
Jun 2, 2026
3d ago
|
Press Release
| $83.94 $82.12 | ▼ −2.17% | ▼ −1.47% | $80.07 (−4.61%) |
|
May 28, 2026
8d ago
|
Insider Cluster
| $83.59 $82.48 | ▼ −1.33% | ▼ −1.57% | $80.07 (−4.21%) |
|
May 27, 2026
9d ago
|
Insider Cluster
| — | awaiting T+1 | — | — |
|
May 26, 2026
10d ago
|
144
| $84.44 $85.30 | ▲ +1.02% | ▲ +1.01% | $80.07 (−5.18%) |
|
May 26, 2026
10d ago
|
Press Release
| $84.44 $85.30 | ▲ +1.02% | ▲ +1.01% | $80.07 (−5.18%) |
|
May 22, 2026
14d ago
|
Insider Cluster
| $83.02 $84.44 | ▲ +1.71% | ▲ +1.12% | $80.07 (−3.55%) |
|
May 21, 2026
15d ago
|
Insider Cluster
| $81.85 $83.02 | ▲ +1.43% | ▲ +0.98% | $80.07 (−2.17%) |
|
Apr 28, 2026
5w ago
|
Press Release
| $87.00 $82.69 | ▼ −4.95% | ▼ −4.94% | $80.07 (−7.97%) |
|
Apr 24, 2026
6w ago
|
8-K
| $88.55 $86.92 | ▼ −1.84% | ▼ −2.00% | $80.07 (−9.58%) |
US Market Status
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